Ivc Wealth Advisors LLC Portfolio Holdings

Ivc Wealth Advisors LLC

  • $222 Million
  • Q4 2025

Ivc Wealth Advisors LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $222 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $22.4M, Apple Inc. with a value of $15M, Putnam ETF Tr Putnam Focused L with a value of $13.6M, J P Morgan Exchange Traded Fd with a value of $11.5M, and Janus Detroit Str Tr Janus Hen with a value of $8.29M.

Examining the 13F form we can see an increase of $1.08M in the current position value, from $221M to 222M.

Below you can find more details about Ivc Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $222 Million
ETFs: $111 Million
Technology: $35.4 Million
Financial Services: $15.1 Million
Industrials: $10.9 Million
Healthcare: $9.42 Million
Consumer Cyclical: $6.99 Million
Communication Services: $5.64 Million
Energy: $4.94 Million
Other: $9.17 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.4 Million 10.12% of portfolio
46,428
Q4 2025 Reduced 0.75%
$0
$13.6 Million 6.14% of portfolio
311,832
Q4 2025 Added 1.36%
$0
$11.5 Million 5.19% of portfolio
202,838
Q4 2025 Added 4.52%
$0
$8.29 Million 3.74% of portfolio
163,754
Q4 2025 Added 9.42%
$0
$7.86 Million 3.55% of portfolio
151,898
Q4 2025 Added 2.3%
$0
$7.79 Million 3.51% of portfolio
134,752
Q4 2025 Added 4.48%
$0
$6.08 Million 2.74% of portfolio
133,304
Q4 2025 Added 6.31%
$0
$5.87 Million 2.65% of portfolio
20,962
Q4 2025 Reduced 8.05%
$0
$5.27 Million 2.38% of portfolio
30,320
Q4 2025 Added 3.26%
$0
$4.39 Million 1.98% of portfolio
106,609
Q4 2025 Added 2.51%
$0
$3.61 Million 1.63% of portfolio
15,829
Q4 2025 Added 2.35%
$0
$3.22 Million 1.45% of portfolio
61,032
Q4 2025 Reduced 0.39%
$0
$3.19 Million 1.44% of portfolio
110,052
Q4 2025 Added 2.41%
$0
$2.5 Million 1.13% of portfolio
12,186
Q4 2025 Added 6.19%
$0
$973,000 0.44% of portfolio
16,605
Q4 2025 Reduced 10.85%
$0
$884,000 0.4% of portfolio
1,432
Q4 2025 Added 106.04%
$0
$754,000 0.34% of portfolio
1,134
Q3 2025 Added 0.09%
$0
$747,000 0.34% of portfolio
8,950
Q4 2025 Added 5.06%
$0
$739,000 0.33% of portfolio
2,617
Q4 2025 Reduced 0.57%
$0
$714,000 0.32% of portfolio
945
Q4 2025 Reduced 1.66%
$0
$715,000 0.32% of portfolio
14,474
Q4 2025 Added 9.7%
$0
$675,000 0.3% of portfolio
4,394
Q4 2025 Added 3.34%
$0
$547,000 0.25% of portfolio
5,764
Q4 2025 Added 4.44%
$0
$548,000 0.25% of portfolio
4,240
Q4 2025 Reduced 7.02%
$0
$540,000 0.24% of portfolio
16,748
Q4 2025 Reduced 3.03%
$0
$514,000 0.23% of portfolio
8,574
Q4 2025 Added 6.84%
$0
$471,000 0.21% of portfolio
22,254
Q4 2025 Added 1.06%
$0
$455,000 0.21% of portfolio
5,083
Q4 2025 Reduced 0.94%
$0
$444,000 0.2% of portfolio
11,506
Q4 2025 Reduced 2.58%
$130B
$369,000 0.17% of portfolio
982
Q4 2025 Reduced 31.9%
$0
$380,000 0.17% of portfolio
4,082
Q4 2025 New
$0
$356,000 0.16% of portfolio
7,911
Q4 2025 Added 1.74%
$0
$358,000 0.16% of portfolio
2,448
Q4 2025 New
$0
$327,000 0.15% of portfolio
5,572
Q4 2025 Added 7.01%
$0
$339,000 0.15% of portfolio
3,064
Q4 2025 Reduced 8.37%
$0
$332,000 0.15% of portfolio
875
Q4 2025 Reduced 4.37%
$0
$329,000 0.15% of portfolio
4,137
Q4 2025 Added 3.19%
$0
$319,000 0.14% of portfolio
2,855
Q4 2025 Reduced 1.55%
$0
$318,000 0.14% of portfolio
11,887
Q4 2025 Added 7.55%
$0
$306,000 0.14% of portfolio
1,701
Q4 2025 Reduced 1.96%
$0
$307,000 0.14% of portfolio
1,462
Q4 2025 Added 0.07%
$0
$281,000 0.13% of portfolio
1,505
Q2 2025 Added 5.17%
$0
$284,000 0.13% of portfolio
4,290
Q2 2023 New
$0
$282,000 0.13% of portfolio
1,420
Q3 2025 Added 5.58%
$0
$282,000 0.13% of portfolio
6,498
Q4 2025 Reduced 34.03%
$0
$298,000 0.13% of portfolio
5,450
Q4 2025 Added 0.59%
$0
$273,000 0.12% of portfolio
2,561
Q4 2025 Reduced 0.12%
$0
$272,000 0.12% of portfolio
5,926
Q4 2025 Reduced 6.85%
$0
$240,000 0.11% of portfolio
822
Q4 2025 Reduced 2.72%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $222 Million
  • Prior Value $221 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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